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How Do I

Post here if: you're wondering how to do something, whether it's even possible, or don't know where to start.

  • 14,588 Topics
  • 50,392 Replies

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14588 Topics

T
the123blackjackNew
asked in How Do I

Google drive new file to youtube zap on zapier free tier

If i set up a zap of detection on new file on google drive then uploading youtube ; is this considered as a single step zap so the feature is available in the free tier.    Does the uploads on youtube retain proper filename or does this go to unknown?

3
nicksimard
2 years ago
Z
ZcLeeNew
asked in How Do I

Read the POST return content from Zapier Webhook

Hi,   I have a POST webhook, which will return some data after successful access. There is no issue with the POST step, but I couldn't find the way to retrieve the return data. Any idea how to get the return data?   Thank you.

2
nicksimard
2 years ago
R
rickymundayNew
asked in How Do I

Microsoft Outlook emails - Custom domains

Hi, I’ve just connected Google Sheets to Microsoft Outlook so that when I add a new client to a row in my Google Sheets spreadsheet, the client will receive an automated welcome email.   When I tested the Zap, the email recieved on the client side looks like the image attached, which won’t inspire confidence with our clients.   How can I change this so that the email just appears to ccome from our own domain (inspire-alpine.com)? Many thanks,   Ricky

2
nicksimard
2 years ago
A
ArisaBeginner
asked in How Do I

Zap notification not working every time

Hi there, I’ve created a zap that sends an email notification through Gmail every time a new record appears in a view in my Airtable. I’ve done a couple of test to make sure it works and I’ve noticed that I do not always receive a notification for all the new records added in a specific view. I’ve set the record to appear in a specific view for a few minutes only and then it disappears (this is just for the test). Could it be the reason why the notifications does not always work? In order to send out the notification, does Zapier need enough time to process the new information before it disappears from the view in Airtable? Any insight would be extremely helpful!   Thanks, Arisa

10
A
2 years ago
N
NasBeginner
asked in How Do I

Match between docusign and a shared google drive folder

Hey Guys,   I need some help in sending contracts from docusign to a google drive folder. But when I do it, the resulting folder in google drive is empty.   any help to fix this would be very much appreciated.   Rgrds,   Nas

7
nicksimard
2 years ago
A
atester3New
asked in How Do I

Zapier with QuickBooks Online New Invoice Line Items - How to make work?

I am probably missing something very obvious here but any help would be greatly appreciated, as I have been trying for hours. I have a billing statement that uploads to Google Sheets, from there I have it create a 2nd worksheet and under that is where it sums up certain line items to use in QuickBooks invoices.   For example, 2nd Worksheet would have headers such as “Shipping” “Services” “Returns” and under those would be the sum of the total charges of all the rows that had those columns (for type of charge) in Worksheet 1.    Now when I try to create an invoice in QuickBooks Online it says Line Item support and shows line items but it only lets me select 1 line item. Am I missing something?   I have tried using formatter to create line items, I tried using Get Many Rows in the Google Sheets actions to output line items, etc. But I can’t figure out how to properly use them in the QuickBooks Zap to make it actually break the line items out properly on the Invoice. It either break

2
nicksimard
2 years ago
A
Apex Group
asked in How Do I

Multiple Products Same order Mailparser/Google Sheets to ShipStation

Please someone help! Multiple Products Same order Mailparser/Google Sheets to ShipStation All of our orders have multiple products on every order but cannot figure out how to make it zap multiple rows and/or items.

2
nicksimard
2 years ago
N
Neo MatrixFreeNew
asked in How Do I

Do you use Zaps to: Transfer Google Doc contact info (or other CRM) into Docusign, DigitalInk, or Zip Form Plus, for Listing or Buyer Real Estate Application?

I need to Automate: Clients to enter their: contact information; property to sell information; Auto fill up to 30 documents, send those docs out to obtain signatures and other fill in information in two phases, set up MLS listings and fill in information there, Secure signatures and forward to all parties. I can use any CRM to gather contact information. I can use Docusign, Digisign within SkySlope, Digital Ink, SkySlope, NTREIS (an Multiple Listing Service software), and can load all my own templates. What I want to know is: Has anyone done this already? If you have, I’ll pay you to do it for me!

2
Mercology
2 years ago
C
CorinneannNew
asked in How Do I

Mailchimp & Woocommerce

I would think that it would be a pretty straight forward task, looking to put a zap in place to have a mailchimp subscriber with a tag have access to a free product within woocommerce - have attempted to set it up so that tagged subscriber - create new order within woocommerce yet getting error Zapier had trouble retrieving custom fields from WooCommerce.Where am I going wrong, any help much appreciated. Have already purchased the woocommerce zapier plugin for wordpress.

2
jesse
2 years ago
S
SarthakBeginner
asked in How Do I

Zapier polling optimization

if i have 1 trigger used in 10 zaps, then how many times zapier will poll my REST API ??

2
nicksimard
2 years ago
C
charisNew
asked in How Do I

How do I integrate my Shopify store with my Square processor?

Our new payment processor is taking time to get approved so unitl then we would like to integrate our Shopify store with our Square processor. Can someone give me some tips on how to do this?

2
jesse
2 years ago
C
ChrisR_FASNYBeginner
asked in How Do I

Zoom Registration doesn't contain webinar name

Trying to use new Zoom registration trigger to write to an excel file, adding their first name, last name, email, and webinar name.  However the webinar name isn’t available as a dynamic field to add.  There’s an Upcoming Webinar field, but it shows “No Data” even though I have the webinar selected in the triggered step.

3
Troy Tessalone
2 years ago
Y
yhlNew
asked in How Do I

Google calendar declined event filter

My zap gets triggered 15 mins before a google calendar event starts, I’m trying to create a filter that will prevent my zap from executing if I declined the event, so far I was unsuccessful. 

2
Danvers
2 years ago
D
DonNew
asked in How Do I

Would I be able to break the following Zap into multiple different user objects

I’m going to be sending this information to Ontraport  The zap basically sends all of my apps users data in one zap  since I have thousands of users I don’t want to send thousands of zaps due to cost So I want to know if there is a way to send one zap with the information and break it up    

2
nicksimard
2 years ago
L
lerbBeginner
asked in How Do I

Two Way Interface between Salesforce and Constant Contact

Seems like this would be easy to do, but I am having trouble figuring it out.  My Marketing Dept. currently uses Constant Contact to send out mass e-mails, surveys, webinars, etc. to our network.  They track who opens the e-mails, who takes the surveys and who attends the webinars and who doesn’t.  They would like to have all of the tracking details from Constant Contact come over to Salesforce under each contacts page in a communications section that has been newly created as a related list.  I am not sure if that is the proper place to start for this request, that is the reason for my outreach here.  Has anyone been successful in a 2 way interface for this reason between Salesforce and Constant Contact?  Thank you in advance for any assistance.

4
Danvers
2 years ago
C
crestkidNew
asked in How Do I

How to copy worksheet from Google Forms submission to a Google Sheets template

Hi, I’m trying to figure out how to add a step in one of my workflows between Google forms and Google sheets. The trigger is a new Google Form submission.  I need to add a step where a worksheet from the excel file that is uploaded in the Google form is copied into an existing Google Sheet template.  The problem is that I can’t copy the worksheet that was created with the Form submission since Forms just refers to it as a Google Drive link. Hopefully that isn’t too confusing but I’ve got most of the workflow completed but can’t figure out how to add this crucial step.  Thank you.

2
nicksimard
2 years ago
C
ChloéNew
asked in How Do I

Asana-Zendesk Zap integration

Hi Zapier team and community, I have just started to use Zapier and I am not very familiar with it.  I would like to use the zap that creates a task in Asana when a new Zendesk ticket is created (Zendesk=>Asana). And I would like the tasks to be created in a specific project in Asana. How do I choose the project where I want the tasks to be created? I turned on the zap to do that and tried to see if it worked. But when I create a Zendesk ticket, no task are created on my Asana… I searched for a new task but cannot find one in any of my projects... Can you help me with this? Thank you, Chloé

2
nicksimard
2 years ago
J
JCGarciaBeginner
asked in How Do I

Forbidden - User role 'author' cannot access this request.

Forbidden - User role 'author' cannot access this request.  can Anyone help me resolve this? and what does it mean?   Thank You

2
nicksimard
2 years ago
B
BradBeginner
asked in How Do I

integrate Monday.com with Easywebinar

Hello, i am integrating monday.com with easywebinar through zapier. i want to get data from monday.com(new item in a board) and Register Attendee in EasyWebinar. but the problem is when i get data from monday.com it will not give all records which i want. i want Email, Firstname, Lastname .. many records of that group from monday.com. so, can anyone help me, why all records are not getting in zapier? i have shared tow images,1st is for response in Zapier and 2nd is for which records i want from monday.com. Thanks  

4
Danvers
2 years ago
N
N4SirNew
asked in How Do I

MS 365 CRM

Hello, When using the Trigger “New Opportunity” from MS CRM and the Action “New Project in LiquidPlanner, What info comes from MS CRM? Then Where does LP create the Project?   Thank You in advance, N4Sir

2
Danvers
2 years ago
S
skipecBeginner
asked in How Do I

Calendar Integration

I’m looking to create a zap that takes a poll of event attendance across a conference timetable and then, for each event selected, trigger a calendar invite to attendees to hold the time in their calendars… I know you can zap with google calendars but would this invite also be able to be added to other calendars as well? I want to make sure we’re not excluding anyone. I’m hoping that it only requires ME to have a google calendar and that the invite can then be added to whatever calendar the recipient has. Would appreciate any info anyone has on this. Thanks! 

4
Danvers
2 years ago
L
LaPearceNew
asked in How Do I

Trouble logging in to Instagram buisness

I have a few business instagram accounts I manage- but none of them are tied to my personal Facebook page. So, when I tried to create a zap, it isn’t finding the accounts. Does anyone know how to connect these accounts to my personal facebook, or another way to access these business pages?

2
Danvers
2 years ago
robertandrews
robertandrewsBeginner
asked in How Do I

Zapier-Airtable search formula for "starts with"?

I need to find all Airtable records whose field “Record ID” starts with “rec”. How can I do that using the Search Value and Search Formula fields?

2
nicksimard
2 years ago
C
Converted ClickNew
asked in How Do I

WPForms and Pipedrive Teams Zap Integration Issue

Hi there! 

1
Troy Tessalone
2 years ago
P
PaulgBeginner
asked in How Do I

Ebay & Amazon to mailchimp

Is there a way to ZAP Amazon and Ebay customers and put them in MailChimpWe need this as we offer extended warranty’s and need a way to send this info to our customers. Currently the only way we can work out how to do this is by individually cutting and pasting our message for each customer. And this take yonksCheers

1
Troy Tessalone
2 years ago
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